LABAX Mutual Fund

LABAX Mutual Fund

NAV$9.80
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Returns Overview

1 Month
-0.31%
3 Months
-0.03%
6 Months
+0.30%
YTD
+0.70%
1 Year
+4.24%
3 Years (annualized)
+7.26%
5 Years (annualized)
+2.95%
10 Years (annualized)
+3.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LABAX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.70%
Peer Avg (YTD)
+0.12%
vs Peers
+0.58%

LABAX Mutual Fund Performance

LABAX performance across multiple time periods: 1-month -0.31%, YTD 0.70%, 1-year 4.24%, 3-year 7.26%, 5-year 2.95%, 10-year 3.61%.

LABAX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

LABAX vs another fund shows side-by-side returns. LABAX alternatives are available in the Mutual Fund Screener.